Boston Partners
UNM icon

Boston Partners’s Unum UNM Stock Holding History

Boston Partners’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-104,424
Closed -$8.09M – 845
2025
Q4 		$8.09M Sell
104,424
-14,717
-12% -$1.13M 0.01% 439
2025
Q3 		$9.27M Sell
119,141
-1,998
-2% -$150K 0.01% 426
2025
Q2 		$9.78M Buy
121,139
+38,505
+47% +$3.04M 0.01% 405
2025
Q1 		$6.73M Buy
+82,634
New +$6.37M 0.01% 416
2020
Q1 		– Sell
-1,619
Closed -$47K – 752
2019
Q4 		$47K Hold
1,619
– – ﹤0.01% 677
2019
Q3 		$48K Buy
+1,619
New +$48.1K ﹤0.01% 683
2018
Q2 		– Sell
-1,399,669
Closed -$66.6M – 809
2018
Q1 		$66.6M Sell
1,399,669
-1,856,397
-57% -$97M 0.08% 218
2017
Q4 		$179M Sell
3,256,066
-3,214,896
-50% -$173M 0.21% 140
2017
Q3 		$331M Sell
6,470,962
-1,816,033
-22% -$88.6M 0.41% 83
2017
Q2 		$386M Sell
8,286,995
-1,277,885
-13% -$58.8M 0.49% 69
2017
Q1 		$448M Buy
9,564,880
+1,358,289
+17% +$63.6M 0.57% 50
2016
Q4 		$361M Sell
8,206,591
-510,898
-6% -$20.4M 0.47% 65
2016
Q3 		$308M Buy
8,717,489
+483,254
+6% +$16.3M 0.43% 81
2016
Q2 		$262M Sell
8,234,235
-429,937
-5% -$14.5M 0.38% 91
2016
Q1 		$268M Buy
8,664,172
+1,514,686
+21% +$44.4M 0.39% 80
2015
Q4 		$238M Buy
7,149,486
+1,182,493
+20% +$40.8M 0.34% 98
2015
Q3 		$191M Buy
5,966,993
+2,245,671
+60% +$77.4M 0.29% 117
2015
Q2 		$133M Buy
+3,721,322
New +$130M 0.19% 148

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners's UNM Position: Q1 2026 in Review

Boston Partners sold out of Unum (UNM) in Q1 2026, closing a stake of 104,424 shares — an estimated $8.09M sold.

Boston Partners first reported a position in UNM in Q2 2015 and held it in 18 quarters. The position peaked at $448M in Q1 2017. 700 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Boston Partners reported no remaining Unum position as of Q1 2026 after selling out during the quarter.
  • Boston Partners sold 104,424 Unum shares in Q1 2026, an estimated $8.09M.
  • Boston Partners first reported a position in Unum in Q2 2015 and held it in 18 quarters.
  • Boston Partners's Unum position peaked at $448M in Q1 2017.
  • 700 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.